Breaking Analysis: Grading our 2021 Technology Predictions
Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cyber, IPOs, SPACs, M&A, data architecture, cloud, hybrid cloud, multi-cloud, AI, containers, automation and […]
Breaking Analysis: Why Oracle Stock is Surging to an All-time High
On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply on the day and closed up nearly 16% surpassing $280B in market value. Oracle’s success is due largely to its execution of a highly differentiated […]
Breaking Analysis: Rise of the Supercloud
Last week’s AWS re:Invent underscored the degree to which cloud computing generally and AWS specifically have impacted the technology landscape. From making infrastructure deployment simpler, to accelerating the pace of innovation, to the formation of the world’s most active and vibrant technology ecosystem; it’s clear that AWS has been the number one force for industry […]
Breaking Analysis: Break up Amazon? Survey Suggests it May Not be Necessary
Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market […]
Breaking Analysis: Investors Cash in as Users Fight a Perpetual Cyber War
Despite the more than $100B spent each year fighting cybercrime, when we do an end of year look back and ask, “how did we do” — the answer is invariably the same; worse than last year. Pre-pandemic, the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become […]
Breaking Analysis: Here's Why AWS' and Azure's Cloud Momentum is Accelerating
Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the […]
Breaking Analysis: Here’s Why AWS’ and Azure’s Cloud Momentum is Accelerating
Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the […]
Breaking Analysis: Cutting Through the Noise of Full Stack Observability
Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional […]
Breaking Analysis: What Could Disrupt Amazon?
What Could Disrupt Amazon? Weigh in and take the survey. Five publicly traded, US-based companies have market valuations over or just near one trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at $2.5T, followed by Alphabet at $2T, Amazon at $1.7T and Facebook (now Meta) at just under $1T – off […]